Integrate Exchangerates API with Wealthbox CRM
Send information between Exchangerates API and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Exchangerates API and Wealthbox CRM
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Supported triggers and actions
Integrate Exchangerates API and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
New project
Triggers when a new project is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Convert currency
Converts the specified value from one currency to another
Fetch exchange rate
Fetches the latest exchange rate of the specified currency (Will return real-time exchange rate depending on your subscription plan, i.e., updated every 60 minutes, every 10 minutes, or every 60 seconds)
Fetch historical exchange rate
Fetches the historical exchange rate of a currency for the specified date
Create task
Creates a new task
Create event
Creates a new event
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is Exchangerates API?
Exchangerates API can deliver exchange rate data for more than 170 world currencies with over 15 exchange rate data sources. It can help you receive the latest exchange rate information, convert currencies, and more.
Similar apps
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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